Bosman Wealth Management
Latest statistics and disclosures from Bosman Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are PLTR, GOOGL, NVDA, FTI, MU, and represent 36.98% of Bosman Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: MU (+$5.6M), MRVL, SLB, LBRT, BE, STX, SCCO, COHR, WDC, LITE.
- Started 17 new stock positions in RCAT, MRVL, XOM, SCCO, BE, JCI, COHR, LBRT, ONDS, STX. SLB, WDC, LPTH, LITE, MU, EZPW, OC.
- Reduced shares in these 10 stocks: CRWD, SOFI, CYBR, APP, SANM, VST, , SPOT, PLTR, UBER.
- Sold out of its positions in APP, CARG, DASH, FETH, ORCL, SANM, NOW, SOFI, TOST, UBER. V, VST, SPOT, CYBR.
- Bosman Wealth Management was a net seller of stock by $-3.5M.
- Bosman Wealth Management has $114M in assets under management (AUM), dropping by -6.67%.
- Central Index Key (CIK): 0002066260
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Portfolio Holdings for Bosman Wealth Management
Bosman Wealth Management holds 52 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Palantir Technologies Cl A (PLTR) | 9.7 | $11M | -9% | 76k | 146.28 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 7.6 | $8.7M | 30k | 287.56 |
|
|
| NVIDIA Corporation (NVDA) | 7.4 | $8.4M | -2% | 48k | 174.40 |
|
| Technipfmc (FTI) | 7.3 | $8.3M | 120k | 69.13 |
|
|
| Micron Technology (MU) | 5.0 | $5.6M | NEW | 17k | 337.84 |
|
| Spdr Gold Tr Gold Shs (GLD) | 4.7 | $5.4M | +3% | 13k | 430.29 |
|
| Marvell Technology (MRVL) | 4.3 | $4.9M | NEW | 49k | 99.05 |
|
| Amazon (AMZN) | 4.2 | $4.7M | +3% | 23k | 208.27 |
|
| Ge Vernova (GEV) | 3.7 | $4.1M | +4% | 4.8k | 872.90 |
|
| Microsoft Corporation (MSFT) | 3.5 | $4.0M | +4% | 11k | 370.17 |
|
| Broadcom (AVGO) | 3.4 | $3.8M | -7% | 12k | 309.51 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 3.1 | $3.5M | +5% | 91k | 38.42 |
|
| SLB Com Stk (SLB) | 2.9 | $3.3M | NEW | 65k | 51.39 |
|
| Liberty Energy Com Cl A (LBRT) | 2.9 | $3.3M | NEW | 115k | 28.80 |
|
| Meta Platforms Cl A (META) | 2.7 | $3.1M | -6% | 5.4k | 572.13 |
|
| Comfort Systems USA (FIX) | 2.3 | $2.7M | -7% | 1.9k | 1378.99 |
|
| Arista Networks Com Shs (ANET) | 2.1 | $2.3M | +5% | 19k | 122.78 |
|
| Apple (AAPL) | 1.7 | $1.9M | 7.6k | 253.79 |
|
|
| Tesla Motors (TSLA) | 1.5 | $1.7M | +8% | 4.4k | 371.75 |
|
| Coreweave Com Cl A (CRWV) | 1.4 | $1.6M | -14% | 20k | 77.47 |
|
| Ishares Tr Trust Ishare 0-1 (SHV) | 1.4 | $1.6M | 14k | 110.39 |
|
|
| Constellation Energy (CEG) | 1.3 | $1.5M | -7% | 5.4k | 279.25 |
|
| Bloom Energy Corp Com Cl A (BE) | 1.3 | $1.4M | NEW | 11k | 135.49 |
|
| Deckers Outdoor Corporation (DECK) | 1.1 | $1.3M | -4% | 13k | 100.09 |
|
| Magnolia Oil & Gas Corp Cl A (MGY) | 1.1 | $1.2M | -7% | 39k | 31.57 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 1.1 | $1.2M | NEW | 3.1k | 391.76 |
|
| Advanced Micro Devices (AMD) | 1.0 | $1.2M | -12% | 5.7k | 203.43 |
|
| Southern Copper Corporation (SCCO) | 1.0 | $1.1M | NEW | 6.3k | 172.06 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.9 | $983k | 1.5k | 650.34 |
|
|
| Coherent Corp (COHR) | 0.8 | $958k | NEW | 4.0k | 238.21 |
|
| Western Digital (WDC) | 0.8 | $946k | NEW | 3.5k | 270.49 |
|
| Axon Enterprise (AXON) | 0.6 | $728k | -5% | 1.7k | 424.69 |
|
| MercadoLibre (MELI) | 0.6 | $692k | -6% | 400.00 | 1729.02 |
|
| Chevron Corporation (CVX) | 0.5 | $595k | 2.9k | 206.90 |
|
|
| Cipher Mining (CIFR) | 0.5 | $557k | -38% | 43k | 12.87 |
|
| Lumentum Hldgs (LITE) | 0.5 | $542k | NEW | 771.00 | 702.76 |
|
| 3M Company (MMM) | 0.5 | $538k | 3.7k | 145.23 |
|
|
| Iren Ordinary Shares (IREN) | 0.5 | $523k | -39% | 15k | 34.28 |
|
| Owens Corning (OC) | 0.4 | $501k | NEW | 4.6k | 108.22 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.4 | $432k | -7% | 1.7k | 250.58 |
|
| Rocket Lab Corp (RKLB) | 0.3 | $381k | 5.9k | 64.22 |
|
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.3 | $372k | 971.00 | 383.40 |
|
|
| Ishares Ethereum Tr SHS (ETHA) | 0.3 | $299k | -37% | 19k | 15.83 |
|
| Johnson Controls Internation SHS (JCI) | 0.2 | $267k | NEW | 2.0k | 130.95 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $257k | NEW | 1.5k | 169.66 |
|
| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 0.2 | $255k | -48% | 6.9k | 36.81 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $235k | -95% | 602.00 | 390.41 |
|
| Ezcorp Cl A Non Vtg (EZPW) | 0.2 | $226k | NEW | 8.9k | 25.38 |
|
| Ondas Com New (ONDS) | 0.2 | $180k | NEW | 20k | 9.04 |
|
| Red Cat Hldgs (RCAT) | 0.1 | $135k | NEW | 10k | 13.09 |
|
| Oscar Health Cl A (OSCR) | 0.1 | $126k | -21% | 11k | 11.47 |
|
| Lightpath Technologies Com Cl A (LPTH) | 0.1 | $122k | NEW | 12k | 10.03 |
|
Past Filings by Bosman Wealth Management
SEC 13F filings are viewable for Bosman Wealth Management going back to 2024
- Bosman Wealth Management 2026 Q1 filed May 4, 2026
- Bosman Wealth Management 2025 Q4 filed Jan. 27, 2026
- Bosman Wealth Management 2025 Q3 filed Oct. 27, 2025
- Bosman Wealth Management 2025 Q2 filed July 17, 2025
- Bosman Wealth Management 2025 Q1 filed April 30, 2025
- Bosman Wealth Management 2024 Q4 filed April 30, 2025